What we'll need from you

There are a number of things that you will need to consider when deciding whether an equity release scheme is appropriate for you.

To help you, we will ask a number of questions because this really is an important decision to make.

Many of them will revolve around your current and future financial needs – for instance if there is anyone else depending on you for financial support; or if you expect to make any large repairs to your home in the near future.

We are likely to ask for information about you and your finances, including:

  • How you currently finance, or plan to finance your retirement
  • Information about your family and any dependent/s you may have
  • Your current health and how it could affect your future plans
  • Your current financial position – whether you have any outstanding debts which need to be paid for
  • What your objectives and priorities are for your future
  • What your views are on house prices, and how important owning your own home is


Useful links
Equity release calculator
Providers we may use

Free DVD guide

Learn more about equity release with a free copy of our DVD

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